Create a Scheduling Constraint

Scheduling constraints set boundaries for when work happens and how much work is done. Set scheduling constraints on either service resources or service territories. To match support reps to shifts, a scheduling rule looks first for a constraint on the service resource. If there isn’t one, then the rule looks for a scheduling constraint on the service territory.

Required Editions

View supported editions.

Note Workforce Engagement is scheduled for retirement. See Workforce Engagement Retirement.

Note You can create up to 50 scheduling constraints.

Define a scheduling constraint for each service resource, either on the service resource record or on the service territory. If you don’t know what limits to set, it’s OK to set up constraints with empty values.

1. Open Scheduling Constraints in the App Launcher.
2. Click New.
3. Name your scheduling constraint, and fill in the related details.
4. Save your changes.
5. Open Service Resources or Service Territories from the App launcher.
6. Click to open an individual service resource or service territory page.
7. Scroll to the Scheduling Constraints field, add your constraint, and save your changes.